Rick is a General Investments Professional with over 45 years’ experience in the Securities Industry.
Rick specializes in fixed income securities, individual stocks and ETF’s to create custom built portfolios for his clients..
Rick holds the following licenses: FINRA Series 7 General Securities Representative, Series 24 General Securities Principal, Series 27 Financial & Operations Principal, Series 53 Municipal Principal and Series 63 Uniform Securities Agent State Law.
In his free time Rick Enjoys golf, tennis, skiing, reading as well as playing guitar and the drums.
“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness”